Filing 2018 Q4 compared to 2018 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Adam Bellmer
Wealth Chief Compliance Officer
Milwaukee, Wisconsin
11 Feb 2019
Included in this 13F filing are securities over which Johnson Wealth Inc. ("JWI") has investment discretion. Johnson Financial Group, Inc. ("JFG") is the parent holding company of JWI. The characterization of shared investment discretion with parent holding companies is made solely as a consequence of SEC interpretations regarding control through share ownership.
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